Client Relationship Manager

vor 2 Wochen


Zug, Zug, Schweiz Mevelin AG Vollzeit

At Mevelin AG, the Asset Management Company based in Zug, Switzerland, we are seeking an experienced Client Advisor (m/f/d) to support our clients in achieving their financial goals.

The company offers tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. To excel in this role, you will need to build strong relationships with clients, understand their financial needs, and recommend suitable investment strategies.

Key Responsibilities
  • Client Relationship Management: Build and maintain long-term relationships with clients, understanding their financial needs and recommending suitable investment strategies.
  • Financial Product Knowledge: Serve as the primary point of contact for clients, providing guidance on the firm's investment products and services, as well as updates on portfolio performance.
  • Identifying Opportunities: Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM).
  • Client Reviews: Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs.
  • Collaboration: Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with the company's model-based, data-driven approach.
  • Market Knowledge: Stay informed about market trends and regulatory changes to provide clients with relevant information and insights.

To succeed in this challenging position, you will need to have a proven track record in client relationship management, ideally within asset management, wealth management, or private banking. Strong client-focused skills, excellent communication skills, and fluency in German and English are essential.



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